Seek to Minimize Your Clients’ Tax Bills With ETFs

While picking the right investments for your clients based on their investment goals is critical, it is equally important to apply an effective tax management strategy to help them maximize their portfolio’s return potential. In the upcoming webcast, Seek to Minimize Your Clients’ Tax Bills With ETFs, John Q. Frank, head of ETF specialists at [...] The post Seek to Minimize Your Clients’ Tax Bills With ETFs appeared first on ETF Trends .